Client Advisor Wealth Management Uhnw Geneva
vor 1 Woche
- Client advisory / Relationship management
- Global Wealth Management
Job Reference #
BR
City
- Carouge, Genève
Job Type
- Full Time, Part Time
Your role
- Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk manager?
- We're looking for a client advisor for UHNW Geneva clients to:
- build, establish and grow client relationships
- have a plan to develop a client book within two to three years with measurable outcomes
- keep accurate and up-to-date records on client investor profiles
- take a strategic view of clients' investments and closely monitor their portfolio quality
- comply with all regulations, policies and standards to be in line with our risk management culture
Your Career Comeback
Your team
- You'll be working in the Ultra High Net Worth (UHNW) team in Geneva. We're focused on managing, preserving and growing our clients' wealth, and help our clients plan for and manage succession. We provide our employees with training and continuous education to better serve our clients and promote personal development. As a client advisor, you'll play an important role in helping us stay a global leader in wealth management.
Your expertise
- proven experience in relationship management, asset gathering and investments, ideally three years working in a client-facing role in Switzerland and/or Europe
- hold at least a Bachelor Degree
- firm grasp of Swiss and European financial markets and regulatory frameworks
- ability to build strong client networks, with an entrepreneurial mind-set
- resilient team player and truly service oriented
- aptitude for digitization and technology
- excellent communicator in French and English to support local client base. German and Portuguese are cleary an asset.
About us
- Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.
- We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?
Join us
Disclaimer / Policy Statements
- UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
-
Client Advisor Wm Private Clients Saudi
vor 1 Woche
Carouge, Genf, Schweiz UBS VollzeitSwitzerland - Western Switzerland Client advisory / Relationship management Global Wealth ManagementJob Reference #BRCity CarougeJob Type Full TimeYour role Are you an expert in building client relationships? Do you want to bring your wealth expertise and join us in delivering an exceptional client experience? We're looking for a client advisor for Private...
-
Investment Advisor Wm Uhnw Greece
vor 1 Woche
Carouge, Genf, Schweiz UBS VollzeitSwitzerland - Western Switzerland Client advisory / Relationship management Global Wealth ManagementJob Reference #BRCity CarougeJob Type Full TimeYour role Are you an expert in building client relationships? Do you want to bring your wealth expertise and join us in delivering an exceptional client experience? We're looking for an Investment Advisor for the...
-
Wm Client Advisor
vor 1 Woche
Carouge, Genf, Schweiz UBS VollzeitSwitzerland - Western Switzerland Client advisory / Relationship management Global Wealth ManagementJob Reference #BRCity Carouge, GenèveJob Type Full Time, Part TimeYour role Do you have experience in the external asset management segment? At UBS we have a ringfenced unit, catering to financial intermediaries. With a dedicated coverage model, well...
-
Carouge, Genf, Schweiz UBS VollzeitSwitzerland - Western Switzerland Client advisory / Relationship management Global Wealth ManagementJob Reference #BRCity CarougeJob Type Full Time, Part TimeYour role Are you a people person? Do you know how to stay calm under pressure? Are you a strategic, solutionoriented thinker and problem solver? We are looking for someone who can help us support our...
-
Client Account Manager Wealth Management Team
vor 1 Woche
Carouge, Genf, Schweiz UBS VollzeitSwitzerland - Western Switzerland Business management, administration and support, Client advisory / Relationship management Global Wealth ManagementJob Reference #BRCity CarougeJob Type Full Time, Part TimeYour role Are you a people's person? Do you know how to stay calm and focused under pressure? We're looking for a client account manager to:work hand in...
-
Investment Advisor Wm Mea North Africa
vor 1 Woche
Carouge, Genf, Schweiz UBS VollzeitSwitzerland - Western Switzerland Client advisory / Relationship management Global Wealth ManagementJob Reference #BRCity CarougeJob Type Full TimeYour role Are you an expert in building client relationships? Do you want to bring your wealth expertise and join us in delivering an exceptional client experience? Do you have passion and an understanding of the...
-
Associate Program Client Advisor Wm France
vor 1 Woche
Carouge, Genf, Schweiz UBS VollzeitSwitzerland - Western Switzerland Client advisory / Relationship management Global Wealth ManagementJob Reference #BRCity CarougeJob Type Full TimeYour role Are you a true networker who loves to talk to potential clients? Do you have a strong track record in advising and sales? Can you close a deal? Then the Wealth Management Associate Program could be for...
-
Investment Advisor Wm Mea Arabian Gulf
vor 1 Woche
Carouge, Genf, Schweiz UBS VollzeitSwitzerland - Western Switzerland Client advisory / Relationship management Global Wealth ManagementJob Reference #BRCity CarougeJob Type Full TimeYour role Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk manager? We're looking for an...
-
Client Service Advisor Private Clients
vor 1 Woche
Carouge, Genf, Schweiz UBS VollzeitSuisse - Suisse romande- Conseil clientèle / Relationship management- Personal & Corporate Banking**IdDemandeAuto** BR**Ville**- Carouge, Renens**Type de poste**- Temps plein, Temps partiel**La fonction**- Vous sentez-vous à l'aise dans le monde digital ? Etes-vous orienté client et aimez-vous répondre aux différents besoins et questions des clients...
-
Client Account Manager Wm Turkiye Hnwi
vor 1 Woche
Carouge, Genf, Schweiz UBS VollzeitSwitzerland - Western Switzerland Business management, administration and support Global Wealth ManagementJob Reference #BRCity Carouge, GenèveJob Type Temporary / ContractYour role Do you want to proactively go the extra mile with us to help clients? Do you want to be part of a high performing team? We are looking for someone like that to:support client...
-
Internship 2024, Wealth Management Switzerland
vor 1 Woche
Carouge, Genf, Schweiz UBS VollzeitSwitzerland - Western Switzerland Business management, administration and support Global Wealth ManagementJob Reference #BRCity CarougeType Intern Analyst (Pipeline)Your role Do you have good interpersonal skills? Do you have a sense of initiative and the desire to get involved? We're looking for someone like that to:Support the Regional Management in the...
-
Internship 2023, Wealth Management Suisse
vor 1 Woche
Carouge, Genf, Schweiz UBS VollzeitSuisse - Suisse romande- Business management, administratif et support- Global Wealth Management**IdDemandeAuto** BR**Ville**- Carouge**Type**- Intern Analyst (Pipeline)**Votre fonction**- Participer et suivre différents projets- Préparer des présentations sur des sujets divers.- Effectuer des recherches et analyses de marché.- Contribuer aux activités...
-
Graduate Talent Program 2024, Global Wealth
vor 1 Woche
Carouge, Genf, Schweiz UBS VollzeitSwitzerland - Western Switzerland Client advisory / Relationship management Global Wealth ManagementJob Reference #BRCity CarougeType Graduate GTP/Full-Time AnalystYour role Are you passionate about accompanying sophisticated clients and providing advice on wealth management? Do you possess strong clientcentric values and exceptional listening skills? We are...
-
Internship 2024, Commodity Trade Finance Client
vor 1 Woche
Carouge, Genf, Schweiz UBS VollzeitSwitzerland - Western Switzerland Client advisory / Relationship management Personal & Corporate BankingJob Reference #BRCity CarougeType Intern Analyst (Pipeline)Your role Are you fascinated by Commodities Trade Finance (CTF) and sustainability? Do you want to get a passionate experience in a corporate client facing team? We're looking for someone like that...
-
Graduate Talent Program 2024, Corporate
vor 1 Woche
Carouge, Genf, Schweiz UBS VollzeitSwitzerland - Western Switzerland Client advisory / Relationship management Personal & Corporate BankingJob Reference #BRCity CarougeType Graduate GTP/Full-Time AnalystYour role Are you passionate about the world of corporates? Do you genuinely enjoy working with clients and find real meaning in the activity of client advisor? Are you excited to face...
-
Assistant Uas in Management of Innovation at 50%
vor 1 Woche
Carouge, Genf, Schweiz HES-SO Genève VollzeitHES-SO University of Applied Sciences and Arts Western Switzerland-Geneva is recruiting for the Geneva Schoolof Business Administration in International Business Management department a position ofAssistant UAS in Management of Innovation_ _**Limited duration contract of 12 months, renewableActivity rate : 50%Haute école de gestion is the largest business...
-
Carouge, Genf, Schweiz UBS VollzeitPoste Disponible dans les Villes de Carouge, Nyon, Renens et SierreType de Poste: Temps Plein, Temps PartielDescription du Poste:Vous souhaitez explorer le monde dynamique de la finance ? Aimez-vous assister les clients par téléphone ? Souhaitez-vous faire partie de la révolution bancaire ? Ce rôle est une belle opportunité pour intégrer notre équipe...
-
Business Manager
vor 1 Woche
Carouge, Genf, Schweiz UBS VollzeitSwitzerland - Western Switzerland Business management, administration and support Global Wealth ManagementJob Reference #BRCity CarougeJob Type Full Time, Part TimeYour role Are you able to handle multiple priorities (combination of new and repetitive) with energy and enthusiasm? Do you want to work closely with senior management on driving the business...
-
Commodity Trade Finance Transaction Manager
vor 1 Woche
Carouge, Genf, Schweiz UBS VollzeitSwitzerland - Western Switzerland Business development, Business management, administration and support, Client advisory / Relationship management, Finance, Financial Advisors, Operations, Sales, Sales and trading, Trading Personal & Corporate BankingJob Reference #BRCity Carouge, GenèveJob Type Full Time, Part TimeYour role You are passionate about...
-
Advisor
vor 1 Woche
Carouge, Genf, Schweiz Seedstars VollzeitManagement and Leadership Coordinate with country leads, directors, and program units to ensure a unified approach to resource mobilization. Provide leadership to the program's communications team in public relations, including the development of key messages, and external resources. Management support for a remote and globally distributed team. Ensure...